VTI Vanguard Total Stock Market ETF | $98,951,366 | $324,280 ▼ | -0.3% | 417,129 | 15.6% | ETF |
BSV Vanguard Short-Term Bond ETF | $72,157,111 | $2,326,312 ▲ | 3.3% | 936,862 | 11.4% | ETF |
ICSH BlackRock Ultra Short-Term Bond ETF | $42,182,576 | $10,199,608 ▲ | 31.9% | 837,621 | 6.6% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $32,913,099 | $7,336,694 ▲ | 28.7% | 714,415 | 5.2% | Manufacturing |
AVDE Avantis International Equity ETF | $23,541,957 | $3,842,683 ▲ | 19.5% | 389,574 | 3.7% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $19,036,949 | $168,571 ▼ | -0.9% | 249,240 | 3.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $18,485,586 | $175,388 ▼ | -0.9% | 38,892 | 2.9% | Finance |
IVV iShares Core S&P 500 ETF | $17,705,367 | $2,008,446 ▲ | 12.8% | 37,069 | 2.8% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $16,083,500 | $134,799 ▼ | -0.8% | 667,088 | 2.5% | ETF |
MUB iShares National Muni Bond ETF | $15,494,716 | $11,228,457 ▲ | 263.2% | 142,927 | 2.4% | ETF |
IWV iShares Russell 3000 ETF | $14,946,916 | $3,559 ▼ | 0.0% | 54,603 | 2.4% | ETF |
REET iShares Global REIT ETF | $14,862,237 | $395,875 ▲ | 2.7% | 614,650 | 2.3% | ETF |
ESGV Vanguard ESG US Stock ETF | $13,371,262 | $26,709 ▼ | -0.2% | 157,198 | 2.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $11,480,248 | $21,290 ▼ | -0.2% | 308,443 | 1.8% | ETF |
VTHR Vanguard Russell 3000 ETF | $11,132,499 | $23,624 ▼ | -0.2% | 52,307 | 1.8% | ETF |
FLOT iShares Floating Rate Bond ETF | $10,101,248 | $4,540,502 ▲ | 81.7% | 199,551 | 1.6% | ETF |
VTV Vanguard Value ETF | $9,958,563 | $141,876 ▲ | 1.4% | 66,612 | 1.6% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $9,601,359 | $2,848,091 ▲ | 42.2% | 170,267 | 1.5% | ETF |
DFAI Dimensional International Core Equity Market ETF | $9,257,107 | $831,877 ▼ | -8.2% | 323,223 | 1.5% | ETF |
IWM iShares Russell 2000 ETF | $8,100,169 | $61,216 ▼ | -0.8% | 40,358 | 1.3% | Finance |
VSGX Vanguard ESG International Stock ETF | $7,476,509 | $1,109,967 ▲ | 17.4% | 135,248 | 1.2% | ETF |
DFAU Dimensional US Core Equity Market ETF | $6,252,330 | $150,091 ▼ | -2.3% | 188,040 | 1.0% | ETF |
DFSV Dimensional US Small Cap Value ETF | $6,182,525 | $2,447,390 ▲ | 65.5% | 212,312 | 1.0% | ETF |
VNQ Vanguard Real Estate ETF | $6,076,591 | $2,519,756 ▲ | 70.8% | 68,771 | 1.0% | ETF |
VUG Vanguard Growth ETF | $5,755,816 | $120,619 ▼ | -2.1% | 18,515 | 0.9% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $5,604,697 | $53,784 ▼ | -1.0% | 11,046 | 0.9% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $5,377,141 | $9,172 ▲ | 0.2% | 51,002 | 0.8% | ETF |
BND Vanguard Total Bond Market ETF | $5,348,482 | $187,038 ▼ | -3.4% | 72,719 | 0.8% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $4,975,008 | $94,602 ▲ | 1.9% | 97,026 | 0.8% | Manufacturing |
AAPL Apple | $4,958,883 | $92,993 ▲ | 1.9% | 25,756 | 0.8% | Computer and Technology |
JMUB JPMorgan Municipal ETF | $4,741,013 | $4,741,013 ▲ | New Holding | 93,034 | 0.7% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $4,740,162 | $1,759,931 ▲ | 59.1% | 67,620 | 0.7% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,115,284 | $35,532 ▼ | -0.9% | 78,641 | 0.6% | ETF |
SCHB Schwab US Broad Market ETF | $3,966,877 | $41,975 ▼ | -1.0% | 71,257 | 0.6% | ETF |
IWD iShares Russell 1000 Value ETF | $3,918,161 | $94,025 ▼ | -2.3% | 23,711 | 0.6% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,308,264 | $654,163 ▼ | -16.5% | 42,759 | 0.5% | ETF |
DFLV Dimensional US Large Cap Value ETF | $3,304,942 | $582,955 ▲ | 21.4% | 122,179 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,186,831 | $7,276 ▼ | -0.2% | 10,512 | 0.5% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $2,914,437 | | 0.0% | 37,355 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $2,734,212 | $60,605 ▼ | -2.2% | 36,408 | 0.4% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $2,626,121 | | 0.0% | 9,698 | 0.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,447,191 | $1,609,889 ▲ | 192.3% | 23,256 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,422,014 | $464,503 ▲ | 23.7% | 8,739 | 0.4% | ETF |
VYM Vanguard High Dividend Yield Index Fund ETF Shares | $2,394,575 | $8,930 ▲ | 0.4% | 21,451 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $2,312,552 | $1,547,880 ▼ | -40.1% | 12,850 | 0.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $2,283,704 | $797,604 ▲ | 53.7% | 25,431 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,198,125 | $199,830 ▲ | 10.0% | 20,306 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares | $2,107,840 | $155,627 ▲ | 8.0% | 44,005 | 0.3% | ETF |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $2,068,663 | $2,068,663 ▲ | New Holding | 20,399 | 0.3% | ETF |
DFIV Dimensional International Value ETF | $1,916,360 | | 0.0% | 55,773 | 0.3% | ETF |
MSFT Microsoft | $1,756,247 | $27,829 ▼ | -1.6% | 4,670 | 0.3% | Computer and Technology |
QQQ Invesco QQQ | $1,452,807 | $11,465 ▼ | -0.8% | 3,548 | 0.2% | Finance |
AVSU Avantis Responsible U.S. Equity ETF | $1,349,122 | | 0.0% | 24,010 | 0.2% | ETF |
ABBV AbbVie | $1,346,224 | $2,634 ▼ | -0.2% | 8,687 | 0.2% | Medical |
IVE iShares S&P 500 Value ETF | $1,252,529 | $46,255 ▲ | 3.8% | 7,203 | 0.2% | ETF |
BNDX Vanguard Total International Bond ETF | $1,216,502 | $20,141 ▼ | -1.6% | 24,643 | 0.2% | ETF |
VONV Vanguard Russell 1000 Value | $1,214,320 | | 0.0% | 16,740 | 0.2% | ETF |
AMZN Amazon.com | $1,202,605 | $57,889 ▲ | 5.1% | 7,915 | 0.2% | Retail/Wholesale |
IEMG iShares Core MSCI Emerging Markets ETF | $1,186,506 | $52,097 ▲ | 4.6% | 23,458 | 0.2% | ETF |
LLY Eli Lilly and Company | $1,168,172 | | 0.0% | 2,004 | 0.2% | Medical |
EFA iShares MSCI EAFE ETF | $1,144,871 | $22,078 ▼ | -1.9% | 15,194 | 0.2% | Finance |
PRF Invesco FTSE RAFI US 1000 ETF | $1,102,640 | | 0.0% | 31,325 | 0.2% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,094,600 | $856,960 ▲ | 360.6% | 21,050 | 0.2% | Manufacturing |
IWB iShares Russell 1000 ETF | $1,084,344 | $143,443 ▲ | 15.2% | 4,135 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,059,980 | $618,024 ▼ | -36.8% | 10,680 | 0.2% | Finance |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,034,114 | $68,406 ▼ | -6.2% | 22,177 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,026,729 | $430,947 ▼ | -29.6% | 12,632 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $952,903 | $437 ▲ | 0.0% | 2,182 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $927,579 | $6,288 ▼ | -0.7% | 22,569 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $905,848 | $40,108 ▲ | 4.6% | 4,246 | 0.1% | ETF |
MCD McDonald's | $893,373 | $4,448 ▼ | -0.5% | 3,013 | 0.1% | Retail/Wholesale |
XOM Exxon Mobil | $849,806 | $49,289 ▲ | 6.2% | 8,500 | 0.1% | Oils/Energy |
NOC Northrop Grumman | $837,502 | $468 ▼ | -0.1% | 1,789 | 0.1% | Aerospace |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $768,280 | $27,021 ▲ | 3.6% | 16,093 | 0.1% | ETF |
JAAA Janus Henderson AAA CLO ETF | $745,413 | $745,413 ▲ | New Holding | 14,819 | 0.1% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $737,275 | $87,843 ▲ | 13.5% | 15,502 | 0.1% | Manufacturing |
VXUS Vanguard Total International Stock Index Fund ETF Shares | $704,852 | $126,295 ▼ | -15.2% | 12,161 | 0.1% | ETF |
V Visa | $697,057 | $2,343 ▼ | -0.3% | 2,677 | 0.1% | Business Services |
ACN Accenture | $644,271 | $7,369 ▼ | -1.1% | 1,836 | 0.1% | Business Services |
DFUS Dimensional U.S. Equity ETF | $640,256 | | 0.0% | 12,353 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $625,798 | $3,232 ▼ | -0.5% | 3,679 | 0.1% | Finance |
AVSD Avantis Responsible International Equity ETF | $615,572 | | 0.0% | 11,424 | 0.1% | ETF |
DFAR Dimensional US Real Estate ETF | $600,336 | $600,336 ▲ | New Holding | 26,400 | 0.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $596,459 | $5,087 ▼ | -0.8% | 7,270 | 0.1% | Manufacturing |
IWN iShares Russell 2000 Value ETF | $590,677 | | 0.0% | 3,803 | 0.1% | ETF |
SCHF Schwab International Equity ETF | $589,146 | $68,672 ▼ | -10.4% | 15,940 | 0.1% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $587,702 | $102,172 ▲ | 21.0% | 13,920 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $543,246 | $9,306 ▼ | -1.7% | 2,335 | 0.1% | ETF |
GOOGL Alphabet | $538,924 | $2,933 ▼ | -0.5% | 3,858 | 0.1% | Computer and Technology |
BRK.B Berkshire Hathaway | $525,717 | $39,233 ▲ | 8.1% | 1,474 | 0.1% | Finance |
BX Blackstone | $523,680 | $262 ▼ | 0.0% | 4,000 | 0.1% | Finance |
MA Mastercard | $490,487 | $2,559 ▼ | -0.5% | 1,150 | 0.1% | Business Services |
JPST JPMorgan Ultra-Short Income ETF | $487,059 | $487,059 ▲ | New Holding | 9,697 | 0.1% | ETF |
AVUS Avantis U.S. Equity ETF | $473,398 | $34,333 ▼ | -6.8% | 5,805 | 0.1% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $470,142 | $18,419 ▲ | 4.1% | 8,551 | 0.1% | ETF |
JNJ Johnson & Johnson | $462,853 | | 0.0% | 2,953 | 0.1% | Medical |
IWR iShares Russell Mid-Cap ETF | $425,183 | | 0.0% | 5,470 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $396,880 | | 0.0% | 820 | 0.1% | ETF |
ABT Abbott Laboratories | $394,381 | $1,321 ▼ | -0.3% | 3,583 | 0.1% | Medical |
EEM iShares MSCI Emerging Markets ETF | $392,048 | | 0.0% | 9,750 | 0.1% | Finance |
